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Security National Financial

72 hedge funds and large institutions have $83.7M invested in Security National Financial in 2025 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

4% more funds holding

Funds holding: 6972 (+3)

4% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 23

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9.67% less ownership

Funds ownership: 53.23%43.57% (-9.7%)

15% less capital invested

Capital invested by funds: $98.4M → $83.7M (-$14.7M)

Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
24
Reduced
23
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
51
Ameritas Investment Partners
Nebraska
$14.2K
Legal & General Group
52
Legal & General Group
United Kingdom
$12.5K
TAM
53
Tucker Asset Management
Colorado
$11.2K +$10.6K +1,308 New
TRCT
54
Tower Research Capital (TRC)
New York
$10.8K -$2.73K -339 -21%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$9.01K +$298 +37 +4%
SCM
56
Sterling Capital Management
North Carolina
$8.44K -$1.1K -136 -12%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$6K +$4.2K +521 +299%
AB
58
Amalgamated Bank
New York
$5K -$137 -17 -3%
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$4K +$2.25K +279 +170%
Citigroup
60
Citigroup
New York
$3.33K -$7.27K -901 -70%
CBT
61
CoreFirst Bank & Trust
Kansas
$3.18K +$2.99K +371 New
IA
62
IFP Advisors
Florida
$1.25K +$56 +7 +5%
Comerica Bank
63
Comerica Bank
Texas
$784
GI
64
GAMMA Investing
California
$739 +$694 +86 New
EWA
65
EverSource Wealth Advisors
Alabama
$369 +$194 +24 +126%
RIL
66
Rothschild Investment LLC
Illinois
$315
AF
67
Allworth Financial
California
$37 +$32 +4 New
MCM
68
MAI Capital Management
Ohio
$37 +$32 +4 New
EP
69
Essential Partners
California
$36 +$8 +1 +33%
SS
70
SBI Securities
Japan
$9
Nisa Investment Advisors
71
Nisa Investment Advisors
Missouri
$9 +$8 +1 New
SS
72
Sunbelt Securities
Texas
$9 +$8 +1 New
SIA
73
Soltis Investment Advisors
Utah
-$22.9M -2,769,685 Closed
EF
74
Empowered Funds
Pennsylvania
-$640K -77,510 Closed
TI
75
Trexquant Investment
Connecticut
-$142K -17,169 Closed

SNFCA Hedge Fund Activity: Q4 2025 in Review

72 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Security National Financial (SNFCA) for Q4 2025, worth a combined $83.7M — down 15% from $98.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SNFCA positions and 10 closed out — a net gain of 3 holders — while 24 added to existing stakes and 23 trimmed.

The largest buyer was BlackRock, adding an estimated $724K. The largest seller was Soltis Investment Advisors, exiting entirely with an estimated $22.9M sold.

  • 72 institutional investors held Security National Financial (SNFCA) as of Q4 2025, up from 69 in Q3 2025.
  • Funds reported $83.7M of Security National Financial stock for Q4 2025, down 15% quarter-over-quarter.
  • 13 funds opened new Security National Financial positions in Q4 2025 and 10 closed out, a net change of +3 holders.
  • The largest Security National Financial buyer in Q4 2025 was BlackRock, an estimated $724K added.
  • The largest Security National Financial seller in Q4 2025 was Soltis Investment Advisors, an estimated $22.9M sold.

Based on aggregated 13F filings for Q4 2025.